Product Suggestions
ADD A NEW IDEA

CRM App

Showing 1244 of 2648

Add RFM Tag of 'Not yet a customer' for example on Prospective customers

In the new RFM categorisation on division records for 'At a Glance', it has their segmentation. Perhaps for Prospects there should be a 'Not yet a customer' tag or something of the like to easily distinguish for sales people dealing with new and c...
Guest almost 5 years ago in CRM App 0 Will not implement

Be able to re-add deleted pages in customisation

In this case, it was to re-add the Related Page in the CRM without re-writing the current customisation on the Dictionary.
Guest almost 5 years ago in CRM App 0

Auto-Orientation of Images (Attachments)

Re-orient image files on thumbnails/previewer. Most operating systems do this so it's causing users to believe Prospect is re-orienting images incorrectly on it's own.
Guest almost 5 years ago in CRM App 0

Cancel CRM quote to cancel the accounts system order

The CRM has the ability to push orders into the Accounts system via the "confirm" button but once it is confirmed, this is where the link ends. The CRM still has a "cancel" button on confirmed quotes, but this does not cancel the order in Accoun...
Guest almost 5 years ago in CRM App 0

Leaving 'Order Due Date' on quote/sales order blank so user has to fill in a date.

Request from a customer to remove the default order due date of today on a quote or sales order, so the user has to input the correct date.
Guest almost 5 years ago in CRM App 1 Already exists

Change Sort Sequence of Country List

A customer would find it useful to be able to amend the sequence of the country list rather than it showing in alphabetical order, as some businesses mainly deal with UK customers for example. Or to default to a country within the countries addres...
Guest almost 5 years ago in CRM App 0

Pop up email into new window when sending

Often when sending emails you want to navigate the record or refer to things in the notes which you currently cannot do without duplicating the tab. It would be nice if after opening the send email dialog there was a button to open it in a new pop...
Guest almost 5 years ago in CRM App 0 Good idea awaiting more votes

Ability to create sub folders for saved documents

A customer would find it useful to create sub folders to organise saved documents against a CRM record.
Guest almost 5 years ago in CRM App 0

Option to disable Extended description copying over from the product record

Having this option would all customers to either copy the description from the product record; or leave this field un populated. This would leave an empty text field for each quote line that can be used for key information such as installation loc...
Guest about 5 years ago in CRM App 0

Product Image Enlarge

Provide a lightbox when hovering over the product image on a product record to show an enlarged view of the image
Guest about 5 years ago in CRM App 0 Good idea awaiting more votes